definitely looks like being a battery shortage, they will need to ramp up production = a major ramp up in battery grade graphite, lithium ect...
httpshttps://thedriven.io/2021/02/26/global-chip-shortage-catches-up-to-tesla-and-batteries-could-be-next
/://www.spglobal.com/platts/en/market-insights/latest-news/metals/022421-biden-signs-order-aimed-at-improving-semiconductor-ev-battery-supply-chains
https://www.bloomberg.com/news/articles/2021-02-24/ford-ceo-calls-for-battery-production-in-u-s-to-avoid-shortages
https://www.bloomberg.com/amp/news/articles/2021-02-20/volkswagen-s-largest-factory-faces-battery-cell-chip-shortages
Ann: Major Project Status Approved by Australian Government, page-104
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